Finance Assistant Apprentice

My client

My client is a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm, as part of your role you will be, filing & general admin, posting invoices, credit notes, bank payments, a interesting & varied role !

Most of your apprenticeship is spent working

You’ll learn on the job by getting hands-on experience.

What you'll do at work

• Posting invoices, credit notes, bank payments and receipts on QuickBooks
• Checking and reconciling supplier statements and resolving any queries
• Recording commission received onto clients’ accounts on Intelligent Office
• Chasing outstanding commissions with providers
• Corresponding with HMRC to resolve client related queries
• Assisting with the preparation of self-assessment tax returns
• Liaising with other departments to achieve accounts department objectives
• Supporting the accounts department with ad-hoc administration when required
• Filing and general admin

This is by no means an exhaustive list and maybe subject to change to suit the needs of the business.

Personal Specification

• Excellent attention to detail
• Good communication skills, both written and verbal
• Computer literate (Word, Excel, Outlook)
• An outgoing personality
• A flexible work approach
• Effective time management and organisational skills (able to prioritise)
• Self-Starter, proactive, able to work independently with minimal direction, able to maintain confidentiality and handle matters discreetly

This role will be supported by Starting Offs AAT Level 3 qualification.

Where you'll work

OLD BEDFORD ROAD NORTHAMPTON NN4 7AA

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

STARTING OFF LIMITED

Training course

Assistant accountant (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

• Assist with the investigation and response to financial information queries.
• Record and analyse financial data using the organisation’s standard tools and processes.
• Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
• Assist with production of accurate financial information for the preparation of accounts.
• Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
• Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
• Develop and maintain effective working relationships with stakeholders.
• Communicate financial information in a way that non-finance stakeholders can interpret and understand.
• Utilise digital skills to present key financial information using finance and accounting software and applications.
• Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
• Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
• Assist with the investigation and response to financial information queries.
• Record and analyse financial data using the organisation’s standard tools and processes.
• Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
• Assist with production of accurate financial information for the preparation of accounts.
• Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
• Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
• Develop and maintain effective working relationships with stakeholders.
• Communicate financial information in a way that non-finance stakeholders can interpret and understand.
• Utilise digital skills to present key financial information using finance and accounting software and applications.
• Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
• Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.